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CONSTELLATION WEALTH ADVISORS
QUADRANT CAPITAL GROUP LLC
CRD 147253 · SEC 801-69216
255 EAST FIFTH ST., SUITE 3000, CINCINNATI, OH, 45202, United States
Phone
513-871-5500
Fax
513-871-0328
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$5.40B
Discretionary AUM
$5.35B
Team
26 total employees; 20 advisory reps; 9 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Subscription fees; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-02-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 47 | $11.1M |
| High net worth individuals | 356 | $4.16B |
| Pooled investment vehicles | 4 | $1.19B |
| Charitable organizations | 4 | $24.2M |
| Corporations/business entities | 6 | $16.7M |
States served
CA, CO, GA, IL, IN, KY, LA, OH, PA, SC, TN, TX, FL
All web addresses on file
- HTTPS://WWW.QUADRANTWEALTH.COM
- https://constellation-wealth.com
- https://www.quadrantpcs.com/
- https://www.linkedin.com/company/quadrant-pc/
- https://www.linkedin.com/company/constellation-wealth
- https://www.linkedin.com/showcase/constellation-wealth-advisors-nashville-tn
- https://share.google/zbeOnjsgy7Hg5C2KF
- https://share.google/fhy6jJWSiYnIC3rwL
Official SEC filing: View on IAPD